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Estee Lauder
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Overview Fund Activity

942 hedge funds and large institutions have $32.3B invested in Estee Lauder in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 322 increasing their positions, 399 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
-69
Holders Change %
-6.82%
% of All Funds
20.81%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.38%
New
95
Increased
322
Reduced
399
Closed
152
Calls
$219M
Puts
$269M
Net Calls
-$49.6M
Net Calls Change
+$216M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$412M
2
Citigroup
Citigroup
New York
+$284M
3
Capital International Investors
Capital International Investors
California
+$254M
4
Jennison Associates
Jennison Associates
New York
+$226M
5
Capital World Investors
Capital World Investors
California
+$203M

Top Sellers

1
BlackRock
BlackRock
New York
-$175M
2
Renaissance Technologies
Renaissance Technologies
New York
-$153M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$152M
4
Goldman Sachs
Goldman Sachs
New York
-$112M
5
SGA
Sustainable Growth Advisers
Connecticut
-$86.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
826
Delta Asset Management
Tennessee
$64K – – –
SFS
827
Sowell Financial Services
Arkansas
$64K +$37.2K +235 +139%
AF
828
Advisornet Financial
Minnesota
$60K -$44.9K -282 -43%
SC
829
Solstein Capital
California
$58K – – –
LWM
830
Liberty Wealth Management
California
$58K +$799 +5 +1%
OPS
831
Orion Portfolio Solutions
Nebraska
$56K +$5.87K +37 +12%
TPWA
832
TRUE Private Wealth Advisors
Oregon
$54K -$64.4K -404 -54%
HS
833
Horan Securities
United States
$54K +$54K +337 New
VNA
834
Valley National Advisers
Pennsylvania
$53K – – –
BCM
835
Bourgeon Capital Management
Connecticut
$52K +$4.15K +26 +9%
NSIM
836
North Star Investment Management
Illinois
$45K -$22.5K -140 -33%
BCA
837
Berman Capital Advisors
Georgia
$45K +$7.42K +48 +20%
TCOV
838
Trust Company of Vermont
Vermont
$44K +$1.77K +11 +4%
KIG
839
Kessler Investment Group
Indiana
$44K +$44K +278 New
HWA
840
Heritage Wealth Advisors
Virginia
$43K -$2.07K -13 -5%
GEA
841
Glen Eagle Advisors
New Jersey
$42.2K -$24.7K -155 -37%
PW
842
Price Wealth
Texas
$42K – – –
KPCM
843
Kings Point Capital Management
New York
$42K – – –
NIM
844
NuWave Investment Management
New Jersey
$40K +$37K +231 +1,216%
SQA
845
Simon Quick Advisors
New Jersey
$39K -$1.13K -7 -3%
AA
846
AlphaMark Advisors
Kentucky
$38K -$3.66M -23,144 -99%
OC
847
Oakworth Capital
Alabama
$38K – – –
KPW
848
Kore Private Wealth
New York
$38K +$21.7K +136 +133%
CI
849
CX Institutional
Indiana
$37K +$8.29K +52 +29%
TCM
850
Tradewinds Capital Management
Washington
$35K +$35K +220 New
32 33
34
35 36